Position in LNC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,835,880
-$2,247,773 QoQ
Shares Held
136,222
-14.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48.197060680359996.ToString("F0")%
Shared 4.3018014711280115.ToString("F0")%
None 47.50113784851199.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $138,238,565 across 10 Insurance - Life names. LNC ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
401,567 | $44,055,914 | |
| 2 | MET |
Metlife Inc
|
501,234 | $35,447,268 | |
| 3 | UNM |
Unum Group
|
321,906 | $23,508,794 | |
| 4 | PRU |
Prudential Financial Inc
|
215,389 | $21,041,350 | |
| 5 | LNC |
Lincoln National Corp
This page
|
136,222 | $4,835,880 | |
| 6 | GL |
Globe Life Inc.
|
33,968 | $4,727,325 | |
| 7 | MFC |
Manulife Financial Corp
|
62,380 | $2,148,366 | |
| 8 | PRI |
Primerica, Inc.
|
7,130 | $1,785,922 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,835,880 | 136,222 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $7,083,653 | 159,076 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,266,716 | 155,386 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,981,924 | 172,888 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $5,966,408 | 166,149 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,570,050 | 175,656 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,862,685 | 186,058 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,546,154 | 178,333 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $5,517,151 | 172,789 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,584,142 | 169,972 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,265,516 | 172,763 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,258,384 | 165,310 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,465,097 | 154,210 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $9,221,528 | 300,180 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $13,986,474 | 318,526 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $17,706,606 | 378,589 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $24,469,148 | 374,375 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $26,831,434 | 393,077 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,929,306 | 391,699 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $26,804,777 | 426,556 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $27,108,184 | 435,333 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $22,689,959 | 451,003 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $16,823,770 | 536,986 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $19,233,772 | 522,799 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $33,497,567 | 1,272,704 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||